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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,589 | $100,073+160.4% | $85,126+206.1% | $145,877+78.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 252.08% | 84.11%+168.0pp | 66.63%+185.4pp | 551.28%-299.2pp |
| Employer contribution / active EE | $13,325 | $3,236+311.7% | $2,731+387.9% | $4,663+185.8% |
| Participant deferral / active EE | $1,575 | $5,294-70.3% | $4,523-65.2% | $6,691-76.5% |
| Admin fee / account holder | $6,783 | $7,261-6.6% | $6,160+10.1% | $13,402-49.4% |